Filed April 24, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,482 | $209,336-51.0% | $197,124-48.0% | $137,256-25.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.74% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,545 | $6,591-15.9% | $6,227-11.0% | $4,156+33.4% |
| Participant deferral / active EE | $3,890 | $9,614-59.5% | $9,135-57.4% | $6,407-39.3% |
| Admin fee / account holder | $61,809 | $17,308+257.1% | $16,298+279.2% | $12,270+403.7% |